Purchases and Sales Made in Q4 2023 in Ishares Core S&P Total U.S. St (ITOT)
This table provides information about the institutional ownership of Ishares Core S&P Total U.S. St (ITOT) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P TOTAL U.S. ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.17MNew |
$195M - $229M
|
2.17M
$285M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.61M+ 4.0% |
$145M - $170M
|
41.8M
$5.5B
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
969KNew |
$87.3M - $102M
|
969K
$127M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
919KNew |
$82.8M - $97.2M
|
919K
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
866K+ 25.16% |
$78M - $91.5M
|
4.31M
$566M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
706K+ 37.44% |
$63.5M - $74.6M
|
2.59M
$341M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
576K+ 13.88% |
$51.9M - $60.9M
|
4.73M
$621M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
564KNew |
$50.8M - $59.6M
|
564K
$74.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
486K+ 55.17% |
$43.7M - $51.3M
|
1.37M
$180M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
473KNew |
$42.6M - $50M
|
473K
$62.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
381K+ 166.63% |
$34.3M - $40.2M
|
609K
$80.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
322K+ 33.41% |
$29M - $34.1M
|
1.29M
$169M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
310KNew |
$28M - $32.8M
|
310K
$40.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
309K+ 2.96% |
$27.9M - $32.7M
|
10.8M
$1.42B
|
|
|
Jan 19, 2024
Q4 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
309K+ 7155.91% |
$27.8M - $32.7M
|
314K
$41.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
285K+ 9899.72% |
$25.7M - $30.1M
|
288K
$37.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
285K+ 8.4% |
$25.6M - $30.1M
|
3.67M
$483M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
263K+ 4.64% |
$23.7M - $27.8M
|
5.93M
$780M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
260K+ 48.75% |
$23.4M - $27.5M
|
793K
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
244K+ 15.66% |
$22M - $25.8M
|
1.8M
$237M
|
|
|
Feb 12, 2024
Q4 2023
|
Monashee Investment Management LLC
Boston, MA |
BUY
|
- |
217KNew |
$19.5M - $22.9M
|
217K
$28.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
191KNew |
$17.2M - $20.2M
|
191K
$25.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
190K+ 32.81% |
$17.1M - $20M
|
767K
$101M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 1.62% |
$15.5M - $18.2M
|
10.8M
$1.42B
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
169KNew |
$15.2M - $17.9M
|
169K
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
164K+ 6.31% |
$14.8M - $17.4M
|
2.77M
$364M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
159K+ 48.92% |
$14.4M - $16.9M
|
485K
$63.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
146K+ 3403.76% |
$13.1M - $15.4M
|
150K
$19.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
144K+ 37.21% |
$13M - $15.2M
|
531K
$69.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
132KNew |
$11.9M - $13.9M
|
132K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
129KNew |
$11.6M - $13.6M
|
129K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
123K+ 3633.97% |
$11M - $13M
|
126K
$16.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
120K+ 102.72% |
$10.8M - $12.7M
|
238K
$31.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
117KNew |
$10.5M - $12.4M
|
117K
$15.4M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
116KNew |
$10.5M - $12.3M
|
116K
$15.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
113K+ 274.27% |
$10.2M - $12M
|
155K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
110K+ 363.38% |
$9.93M - $11.7M
|
141K
$18.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
108KNew |
$9.75M - $11.4M
|
108K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
104K+ 1.23% |
$9.36M - $11M
|
8.55M
$1.12B
|
|
|
Jan 29, 2024
Q4 2023
|
Elm Partners Management LLC
|
BUY
|
- |
101K+ 10.89% |
$9.1M - $10.7M
|
1.03M
$135M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
100KNew |
$9.01M - $10.6M
|
100K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
98.2KNew |
$8.84M - $10.4M
|
98.2K
$12.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
97K+ 88.24% |
$8.74M - $10.3M
|
207K
$27.2M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
95.7K+ 12.84% |
$8.61M - $10.1M
|
841K
$111M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
95.4K+ 5.53% |
$8.59M - $10.1M
|
1.82M
$240M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
95.3K+ 1502.32% |
$8.58M - $10.1M
|
102K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
95.3K+ 21.83% |
$8.58M - $10.1M
|
532K
$69.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
86.9K+ 7.33% |
$7.82M - $9.18M
|
1.27M
$167M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
85.2KNew |
$7.67M - $9.01M
|
85.2K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
80.8K+ 25.17% |
$7.28M - $8.54M
|
402K
$52.8M
|